美股認真討論區MMMDCXXIX

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JPMorgan keeps an Overweight rating on Supermicro after Hindenburg Research released a short report alleging evidence of accounting manipulation, sibling self-dealing, and sanction evasion. However, the analyst believes there to be limited evidence of accounting mistreatments beyond revisiting the 2020 charges from the SEC, and sees limited new information relative to the "existing and already known" business relationship with related companies owned by the siblings of the founder of Supermicro. The allegations relative to sanction evasion are tough to verify, but it is still worth highlighting that the magnitude of revenues referenced in the report does not change the medium-term revenue opportunity for the company in relation to the addressable $275B artificial intelligence sever total addressable market in 2026 and 2027, the analyst tells investors in a research note. JPMorgan sees the short report as "largely void of details around alleged wrong doings from the company that change the medium-term outlook, and largely revisiting the already known areas for improvement in relation to corporate governance and transparency."

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